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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $278,507 | $160,070+74.0% | $147,117+89.3% | $145,897+90.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.26% | 98.69%-89.4pp | 420.54%-411.3pp | 552.29%-543.0pp |
| Employer contribution / active EE | $11,130 | $5,285+110.6% | $4,932+125.7% | $4,663+138.7% |
| Participant deferral / active EE | $20,000 | $8,419+137.5% | $8,065+148.0% | $6,689+199.0% |
| Admin fee / account holder | $2,401 | $15,035-84.0% | $12,993-81.5% | $13,390-82.1% |